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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2013-04-16 |
Branch Locations
1404 N Main St Suite 202-B, Meridian, ID 83642 • United States
Meridian, ID • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Meridian | ID | 07/2007 | Present |
| Pfs Investments Inc. | Meridian | ID | 09/2007 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Klingelhoets & Associates, Inc., Investment Related, 5360 N Eagle Rd Ste 102 Boise, Id 8371, Primerica Business Purposes, Owner, 06/2009-Present, 240 Hours Per Month (140 Hours Per Month During Securities Trading Hours), Legal Entity Formed Soley for Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-08 |
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